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Showing 8 of 15 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in UNIFIED SER TR

Yes. Steward Partners Investment Advisory holds 49,148 shares of MGMT, worth $2.5M, as of its Q2 2026 13F filing. It reduced the position by 165 shares (-0.3%) from Q1 2026. Steward Partners Investment Advisory has held MGMT since Q4 2022, across 15 quarterly 13F filings.

Current Value

$2.5M

Current Shares

49,148

Total Value Change

+$448,915

Total Shares Change

-4,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
49,148
-0.3%
$2.5M0.0%$50.96
0
2026-Q1
Increased
49,313
+24.3%
$2.2M0.0%$47.68
32
2025-Q4
Decreased
39,684
-0.0%
$1.8M0.0%$44.73
0
2025-Q3
Decreased
39,686
-7.1%
$1.7M0.0%$43.85
0
2025-Q2
Decreased
42,729
-8.5%
$1.7M0.0%$39.48
0
2025-Q1
Decreased
46,687
-14.5%
$1.8M0.0%$38.17
0
2024-Q4
Increased
54,631
+2.4%
$2.3M0.0%$41.18
27
2024-Q3
Decreased
53,376
-3.7%
$2.1M0.0%$38.14
0

Other major holders of MGMT: HighTower Advisors, LLC

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